© Baan Development BV
BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
Introduction
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Class Introduction
Name
Company / Department / Position
Knowledge / Experience BaanERP Tools Operating Systems Programming Microsoft products Other
Expectations
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Domestic Messages
Course starts at 9.30
Before 9.30: coffee / tea in the restaurant
Lunch break from 12.00 - 13.00
Coffee breaks during morning and afternoon session
Course ends about 16.30
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Agenda
Morning
Introduction
Differences Overview
User Interface + Exercises
System Management + Exercises
eMessage Connector ………….
Microsoft Office Integration ………...
Afternoon
eMessage Connector
Microsoft Office Integration + Exercises
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Sneak preview
Improved versions available from Corelli SP6 (Q2 2001)
Worktop 2.1
Webtop 1.0
XML Reporting (Seagate Info)
Net Change Server available from Corelli SP4
Improved version of Office Integration available from SP7
Now Automation Server connection is used
Later Open World connection will be implemented
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The End
© Baan Development BV
BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
Introduction
© Baan Development BV
BaanERP Tools 7.1Differences compared with Tools 6.2
Overview
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Agenda
User Interface
System Management
eMessage Connector ……………..
Microsoft Word Integration …………..
Microsoft Excel Integration …………..
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User Interface
Euro Currency symbol
Popup menus
Unfold buttons
Customized title bars
Baan Windows Link
Discovered
Bshell environment variables
Page Mode
Worktop / Webtop
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Euro Currency symbol (1)
€ Keyboard input Display on Screen Printing on paper Storage in database Microsoft Euro Currency Support is needed
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Euro Currency symbol (2)
€
Http:// www.microsoft.com/opentype/faq/faq12.htm Support for the euro symbol
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Popup menus
In a Baan session: select a record in the grid
Click the right mouse button
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Unfold buttons
A command button with a drop-down arrow
Multiple actions under one button
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Customized title bars (1)
Menubrowser and Session titles
Default: Session code: Session Desc [Company code]
Set by System variable “BAAN_WIN_TITLE=“any string”
String options %c, %C, %h, %p, %s, %S, %u
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Customized title bars (2)
String options
%c Company number
%C Company description
%h Host name
%p Package combination
%s Session code
%S Session description
%u User code
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Baan Windows Link (1)
Link to a Baan session
File Extension “BWL” Opens with BECS
Send .bwl file to your Desktop or Mail Recipient
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Baan Windows Link (2)
Send Baan Windows Link (example User Data)
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Baan Windows Link (3)
Content of a .bwl file (example User Data)
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Baan Windows Link (4)
Start Baan Windows Link (example User Data)
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Discovered by chance (1)
CTRL-SHIFT-$ during a session
Queries used by 4GL Engine
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Discovered by chance (2)
CTRL-SHIFT-^ during a session
Show XML Tree
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Discovered by chance (3)
CTRL-SHIFT-_ during a session
4GL Engine - release
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Bshell environment variables (1)
-set USER=<username>
-set BSE_LANG=<languagecode>
-set PACKAGE_COMB=<packagecombination>
-set BSE_COMPNR=<companynumber>
-set SUPPRESS_WINHELP=<0|1>
-set BAAN_ART_ENABLE=<0|1>
-set BAAN_ART_TRACE=<0|1|5>
-set BAAN_SCM_GRP=<developername>
-set AUDIT_FILE_PATH=/your/audit/folder
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Bshell environment variables (2)
-set BAAN_WIN_TITLE=“string”
-set BSE_LOG=/your/log/folder
This list is not completed yet.
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Page Mode (1)
Field Mode
Field Interaction with the Server
Tab 1Tab 1 Tab 2 Tab 2
Field 1Field 1
Field 2Field 2
Field 3Field 3
BaanERP BaanERP Back endBack end
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Page Mode (2)
Page Mode
Page Interaction with the Server
Tab 1Tab 1 Tab 2 Tab 2
Field 1Field 1
Field 2Field 2
Field 3Field 3BaanERP BaanERP Back endBack end
ValidateValidate
Error messagesError messagesField 2 contains invalid data
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Page Mode (3)
User Defaults setting
Convert User to Runtime after change
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Page Mode (4)
Example Field Mode
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Page Mode (5)
Example Page Mode
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Worktop (1)
Baan Portal
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Worktop (2)
HTML Help is used within Worktop
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Worktop (3)
User Data has new tab “Startup Options”
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System Management (agenda) (1)
Application Response Measurement (ARM)
System policy procedures
Informix level II and DB2 level II
Improved Auditing
Variable Logging Directory
Baan Open World Integration
Intelligent Report Tagging
Improved Exchange (DAL)
Windows NT / 2000 features
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System Management (agenda) (2)
Roaming Profiles
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Application Response Measurement (1)
A set of tools that allows system administrators to monitor the response time of a Computer application
ARM is an Industry Standard
The Baan software does not process or visualize the data generated by ART, you will need a third party product to do so
Third party tools like HP OpenView and IBM Tivoli
Enable ART by System variable “BAAN_ART_ENABLE=1”
Disable ART by System variable “BAAN_ART_ENABLE=0”
Measuring Preferences can be set by session “ART Parameters”
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Application Response Measurement (2)
ARM API
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Application Response Measurement (3)
ART Settings
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System Policy procedures (1)
Enable / disable BW configuration password saving
Enable / disable BW configuration editing
System Policy Editor on domain controller
Policy Template C:\WINNT\INF\BW.ADM
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System Policy procedures (2)
Use Stored Passwords enabled
Configuration File Editing enabled
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Informix level II and DB2 level II
Database drivers can have a level I or a level II
Level I splits up a query into smaller queries
Level II sends the query to the database unchanged.
Oracle already has a level II driver
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Improved Auditing (1)
Transaction Notification
Used for Netchange
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Improved Auditing (2)
Selective auditing
audit_set file
UI Improvement for audit_set / audit_spec files under development (March 2001)
Level Description Example
1 Table name with company and column tccom110:812:Y:col,col2 Table name for all companies and columntccom110:*:Y:col,col3 Table name with company tccom110:812:Y4 Table name for all companies tccom110:*:Y5 Module name with company tccom:812:Y6 Module name for all companies tccom:*:Y7 Package name with company tc:812:Y8 Package name for all companies tc:*:Y9 All-package with company *:812:Y10 All-package for all companies *:*:Y
Level 1 and 2 are column levels. The levels 3 through 10 are table levels.
The audit_set file is used to specify columns of tables which always will be logged with every update row.
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Net Change (Goals)
Goals:– Minimize processing and network load for interfaces– Minimize overhead for the end user– Minimize request time for the client that is retrieving data– Minimize impact for applications– Minimize application and interface management
These goals will be met by:– Exchanging net changes instead of regenerating all data regularly– Within the user transaction only do what is absolutely necessary– Having the requested data already available before the request
comes in– Creating a generic, configurable solution– Creating interfaces that are easy to configure, run and monitor
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Net Change (Functional Concept)
Collect Changes
TriggerChanged
DataRelated
Data
Changeson BO
Combine Changes
NetChanges
on BO
Client
OLTP User
Tim
eR
equ
estT
ime
User
Tim
eR
equ
estT
ime
User
Tim
eR
equ
estT
ime
CurrentAlternativeOptimal
Net
Change
Server
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Net Change (Technical Concept)
OLTP Application
Bshell
API
TransactionData
TransactionNotification
Publisher
BOI
Net Change Server
NetChanges
RelatedData
ConfigurationSettings
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Net Change (Menu)
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Variable Logging Directory
BSE_LOG variable used by all Baan executables
Default if BSE_LOG is not set: $BSE/log
Example: -- -set BSE_LOG=/home/student/baan40
Applicable for Unix only
Windows NT / 2000 use MS Event Viewer for logging
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Baan Open World Integration
Baan Open World Adapter
Standard middleware
XML messages
New way to create BOIs
Java virtual machine integrated with Bshell
Baan virtual machine can run without UI
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Intelligent Report Tagging
Open interface to Baan report results
Based on the XML standard
Post processing possible
Baan Print Device settings
Baan 4GL XML parser
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Improved Exchange (DAL)
DAL contains logic for constraints and integrity checks
Less programming needed
Enable / Disable DAL for imports
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Roaming Profiles
Baan Windows Configuration (bwc) files stored in Profiles
Baan User can login on other machines using his own profile
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Windows NT / Windows 2000 features
Combination Virtual Machine and Database driver
Baan NT Manager
Microsoft Windows Performance Monitor
Active Directory Services (ADS)
Security Support Provider Interface (SSPI)
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Combination VM and DB driver
Combobshell available for all DB drivers on Windows NT
Already released for OS/400 and OS/390
Not released for Unix yet
Bshell and DB driver runs in the same process
Better performance in the order of 20 %
Specified in $BSE/lib/ipc_info
s = socket
p = pipe
d = direct / dll
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Baan NT Manager
Windows NT administrator tool
Configure, Start, Stop, Enable, Disable
Baan Logic service
Baan Licensing service
Shared Memory service
Job Daemon service
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MS Windows Performance Monitor (1)
Performance tool for administrators
Charts, Alerts and Reports
Current Activity
Ongoing Logging
BaanERP specific performance indicators
Shared memory (uptime, attachments, use, size)
BaanERP licenses (in use, uptime)
Incorrect Login attempts
BaanLogic service uptime
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MS Windows Performance Monitor (2)
Set an alert if more then 50 BaanERP users
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Active Directory Services (ADS)
Windows 2000 only
Baan Environment data can be stored on ADS server
Directory where BaanERP is installed
Bshell name
Login protocol
BW configuration dialog has two options
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Security Support Provider Interface
Windows NT / 2000 only
Single Sign-on for the end user
User has to enter a password only once
Security services in a distributed application protocol
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eMessage Connector (1)
Send To in the File menu of a Session
BaanERP eMessage Connector menu
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eMessage Connector (2)
Address Book Data tab of “User Data” session
Send Message tab of “Select Device” session
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Microsoft Word Integration
Data from a Baan table to Microsoft Word
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Microsoft Excel Integration
Data from a Baan table to Microsoft Excel
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The End
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BaanERP Tools 7.1Differences compared with Tools 6.2
Overview
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BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
eMessage Connector
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Agenda
eMessage Connector menu
Service Repository
Address database
Notification Daemon
Message Log
Send Baan Session Link to Mail Recipient
Send Baan Report to Mail Recipient
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eMessage Connector menu
A Tools submenu
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Service Providers
4GL Connectors available for Outlook and Fenestrae
Outlook Adapter cmfuiadap.exe runs on Baan client
Values for Outlook can be set by: ttcmfinit
Fenestrae project cancelled
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Services
Message Path and File Type
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Address Types linked to Service
Address Type: SMTP, FAX, Telex, SITA, SMS
UI Required: the message can be changed before sending
Resolve Capability: find the address automatically
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Address book
Session Address Book
Session User Data
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Distribution Lists
Distribution Lists
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Notification Daemon
Especially built for Fenestrae
Handles delivery reports from Provider
Message successfully delivered or not
Daemon session: ttcmfnotify
Every bshell runs a notification daemon
Daemon group per Baan Virtual Machine
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Message Log (1)
Message Log (Time Stamp order)
Message Log by Application Name
Message Log by Service Name
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Message Log (2)
Message Log Details
View Attachments and Recipients
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Send Session Link to Mail Recipient
Send To in File pulldown menu of a Session
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Send Baan Report to Mail Recipient (1)
Send Message tab of “Select Device” session
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Send Baan Report to Mail Recipient (2)
Recipients
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The End
© Baan Development BV
BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
eMessage Connector
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BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
MS Word Integration
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Agenda
Overview
Installation
Creating Baan/MS Word templates
Sending data from BaanERP to MS Word
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Overview
Supply users with:– the usability and flexibility of MS Word– the capability of BaanERP to store and retrieve mass-relational data
Features:– export data from BaanERP to MS Word
Data transfer via Baan Automation Server
User roles:– template designer– end user
BaanERP
MS Word
Baan Automation Server
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Agenda
Overview
Installation
Creating Baan/MS Word templates
Sending data from BaanERP to MS Word
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Installing MS Word Integration
Client– Baan Automation Server– Field Mapper (only for template designers)– Office Document Creator (only for end users)
BaanERP Server– Baan Automation Server parameters– Office parameters– Base template
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Client Installation - Baan Automation Server
Unzip S{BSE}/c_plus/as/BaanAutomationServer10.zip file
Run setup– Specify path
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Client Installation - Field Mapper
Only for template designers
Unzip S{BSE}/c_plus/nt /BaanFieldMapper.zip file
Run setup– Specify path
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Client Installation - Office Document Creator
Only for end users
Unzip S{BSE}/c_plus/nt/OfficeDocumentCreator.zip file
Run setup– Specify path
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BaanERP Server Installation - 1
Set Baan Generic Automation Server parameters:– Per company number– Baan Generic Automation Server Parameters (asint01100s000)
session– Specify path of Baan Automation Server and directory for
temporary files on client
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BaanERP Server Installation - 2
Set Office parameters:– Per company number– Office Parameters (ntint0500m000) session– Specify path for templates on BaanERP server
Copy base template to server directory:– Unzip ${BSE}/c_plus/nt/ServerBaseTemplate.zip file– Put “Baan Related Word Template - Base.dot” in templates directory on
BaanERP server
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Agenda
Overview
Installation
Creating Baan/MS Word templates
Sending data from BaanERP to MS Word
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Creating an MS Word template
Add a new Baan template
Insert Baan related form fields
Complete the template
Specify a filter (optional)
Test the template
Publish the template
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Adding a new Baan template
Through MS Word:– File/New Baan Template
Through Baan ERP:– Baan Related Word Templates
(ntwrd0110s000) session
Specify template name, local path and description
Select Baan table
New document for each record or a single document for all records
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Inserting Baan related form fields
Insert/Baan Fields
Insert Baan Fields dialog:– Left pane: selected table +
reference tables– Upper right pane: fields of table
selected in left pane– Lower right pane: selected fields– Insert button
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Completing the template
Add text
Insert pictures
Formatting
Etc.
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Specifying a filter (optional)
Tools/Baan Template/Filter
Especially useful for fields of non related tables:
Maximum of 3 conditions per field
Filter only possible for fields included in the template
Filtering not possible for text fields
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Testing the template
In MS Word:– Tools/Baan Template/Test
In BaanERP:– Via “Specific” menu in “Baan
Related Word Templates” session
Use this option to test the layout of documents generated with template
Specify range of recordsMS Word document
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Publishing the template
Via “Tools” menu in MS Word
via “Baan Related Word Templates” session in Baan ERP
Template name and description
Availability in sessions
“Publish” button:– Moves template from client to the
“Office” directory on the Baan server
– Template becomes available for the end users
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Agenda
Overview
Installation
Creating Baan/MS Word templates
Sending data from BaanERP to MS Word
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Sending data to MS Word
End user
Generate Word documents based on the template:– Start session connected to
template– Select records– Use “File/Send to” menu option
to send records to the template– By default, all records are sent to
the template
MS Word
Baan Automation Server
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The End
© Baan Development BV
BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
MS Word Integration
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BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
MS Excel Integration
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Agenda
Overview
Installation
MS Excel integration
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Overview
Supply users with:– the usability and flexibility of MS excel
– the capability of BaanERP to store and retrieve mass-relational data
Features:– export data from BaanERP to MS Excel
– write data from MS Excel into BaanERP
Data transfer via Baan Automation Server
User roles:– template designer
– end user
BaanERP
MS Word MS Excel
Baan Automation Server
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Agenda
Overview
Installation
MS Excel integration
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Installation - BaanERP server - 1
Specify Baan Automation Server parameters and Office parameters per company number
Set Baan Generic Automation Server parameters:– Baan Generic Automation Server Parameters (asint01100s000)
session– Specify path of Baan Automation Server and directory for
temporary files on client
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Installation - BaanERP server - 2
Set Office parameters:– Office Parameters (ntint0500m000) session– Specify path for templates on BaanERP server
Copy base template to server directory:– Unzip ${BSE}/c_plus/nt/ServerBaseTemplate.zip file– Put “Baan Related Excel Template - Base.dot” in templates
directory on BaanERP server
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Installation - Client
Installation files in S{BSE}/c_plus directory
Install Baan Automation server– Specify path
Install MS Office Integration– Specify path– Select type of user:
• End user• Template designer
– Select type of integration:• MS Word• MS Excel• Both
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Agenda
Overview
Installation
MS Excel integration
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MS Excel integration
Creating a Baan Related Excel template
Creating and using Excel/Baan workbooks
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Creating a Baan Related Excel template
Add a new Baan template
Insert Baan related fields
Complete the template
Specify a filter (optional)
Test the template
Publish the template
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Adding a new Baan template
Through Excel:– File/New Baan Template
Through Baan ERP:– BaanERP Related Excel
Templates (ntexl0110s000) session
Specify template name, local path and description
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Inserting Baan related form fields
Insert/Baan Fields
Insert Baan Fields dialog:– Add table(s)– Left pane: added table(s) + reference
tables– Upper right pane: fields of table
selected in left pane– Lower right pane: selected fields– Field Attributes: Write, Group by– Key fields for writing data to Baan– Location– Insert button
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Completing the template
Add text
Add formulas
Insert pictures
Formatting
Etc.
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Specifying a filter (optional)
Tools/Baan Template/Filter
Especially useful if end user starts from Excel
Compare fields with fixed value or cell value
Maximum of 3 conditions per field
Filter only possible for fields included in the template
Filtering not possible for text fields
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Testing the template In MS Excel:
– Tools/Baan Template/Test in Excel
In BaanERP:– Via “Specific” menu in “BaanERP Related
Excel Templates” session– Select table and enter range
Test layout of workbook generated with template
Baan Test Workbook toolbar:– Return to Template– Copy Column Width to Template
MS Excel workbook
Baan ERP related Excel Template
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Publishing the template - 1
Via “Tools” menu in MS Excel
via “BaanERP Related Excel Templates” session in Baan ERP
Template name and description
Workbook settings:– Create a workbook for each
selected record– Create a workbook containing all
selected records
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Publishing the template - 2
Specify where users can start the template:– Baan sessions
– MS Excel
– Both
Availability in sessions
“Publish” button:– Moves template from client to the
“Office” directory on the Baan server
– Template becomes available for the end users
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Creating and using Excel/Baan workbooks
Creating an Excel/Baan Workbook in Baan ERP
Creating an Excel/Baan Workbook in MS Excel
Working with Excel/Baan workbooks
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Creating an Excel/Baan Workbook in Baan ERP
Start session connected to template
Select records
Use “File/Send to” menu option to send records to the template
By default, all records are sent to the template
Baan Automation Server
MS Excel workbook
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Creating an Excel/Baan Workbook in MS Excel
Start MS Excel
Start “File/New Baan Workbook” command
Select a template
By default, all records are included in the workbook(s)
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Working with Excel/Baan workbooks - 1
Read from Baan– Data/Read from Baan– Load data from BaanERP
in MS Excel workbook
Undo Read from Baan– Data/Undo Read from
Baan– Restores workbook to
original settings before you read data from BaanERP
Baan Automation Server
MS Excel workbook
Baan ERP
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Working with Excel/Baan workbooks - 2
Save to Baan– Data/Save to Baan– Save changes in workbook to
BaanERP– “Errors Saving to Baan” dialog
Delete on next `Save to Baan’– Data/Delete on next Save to
Baan– Data is marked in workbook
and deleted the next time that you save to Baan
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Working with Excel/Baan workbooks - 3
Opening a Baan/Excel Workbook– Use data from the workbook– Read data from Baan
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The End
© Baan Development BV
BaanERP Tools 7.1aCorelli SP3
Differences compared with Tools 6.2
MS Excel Integration